UPRETY CAPITAL
Firm details
- Headquarters
- WEST CHESTER, Ohio
- CRD number
- 337708
- Registered since
- October 2, 2025
Firm profile
FINTRXOverview
Uprety Capital is organized as a limited liability company and is registered with the SEC (registration year listed as 2025). The firm is owned by an individual and is identified in the data as taking sponsor and managerial roles for pooled investment vehicles — specifically serving as sponsor, general partner and managing member. The profile indicates Uprety Capital is not positioned as a broad capital allocator or multi-state advisory platform: it does not report active ESG investing, pension consulting, or related-adviser activity. Public-facing details such as client segments, fee schedules and a full list of advisory activities are not provided in the source data. The firm’s regulatory/classification entry is listed as unclassified, which, together with its sponsor/GP responsibilities, suggests its activity centers on operating private pooled vehicles rather than running a traditional RIA with retail or high-net clients disclosed in the dataset.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4UJAL TAMANG
Chief Operating OfficerCRD 8167902
PUJAN KHANAL
Managing member & COOCRD 8167909
SUJAN CHUWAN
CIO & Managing MemberCRD 8167907
Contacts
2 of 2NISHAN RAUT
MemberCRD 8168645
ROHAN DAHAL
MemberCRD 8168655
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WEST CHESTER, OH
BUTLER
Location
WEST CHESTER, OH
Headquartered in WEST CHESTER, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- BUTLER
- Address
- 8368 Princeton Glendale Rd
- Time zone
- ET (UTC-5)
- Office locations
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